SETUP and HISTORICAL CLEANUPS (QBO only)
Starts at $1,500-$2,000 one-time fee

COMPLIANCE AND START UP
Starts at $300/mth

• Monthly - Record Keeping and Secure File Management

• Quarterly - Close, Adjusting Entries, Summary Reporting

ACCOUNTING + ADVISORY SERVICES: GROW YOUR BUSINESS
Starts at $2,500/mth

• Accounting - Know Your Business PLUS

  • Monthly – Monitoring and Detailed Reporting including A/P and A/R (QBO only), Sanity Checks

  • A/P and A/R - cleanup, best practices workflow design, and support/training for CEO and Team

  • Management Reporting Package: Class Reporting and Key Performance Indicators (KPIs)

  • QBO Backup

• CEO Advisory: Outsourced CFO and COO consulting and support

  • Quarterly Financial Reviews and Strategic Planning

  • Cash Flow and Multi Year Projections or Budget Creation

  • Scenario analysis

• Resources – Partners, Biz Boosters, Templates

• Tax Prep - coordination and handoff to CPA, 1099s included*

ACCOUNTING ADD ONS: A/P and A/R
We take this off your plate

• Tier 1 - <12 bills or invoices, $150/mth

• Tier 2 - <30 bills or invoices s, $375/mth

• Tier 3 - <50 bills or invoices, $700/mth

Includes: Templates (Bill, Invoice, E-Check Authorization, Contractor Agreement, W9, Detailed Aging, collections strategy and surcharge setup)

Tier 1 Compliance

• Templates to stay compliant, 6mths, $200/mth

Tier 2 Proactive Prevention & Compliance

• Secure Personnel File Setup, Workflow Design, <10 employees, 6mths min. commitment, $500/mth

Tier 3 Retention & Strategy

• Includes above, plus: 2hrs/Qtr each COO and HR Consulting, $750/mth

Setup – Setup and Design of up to (3) workspaces and (5) boards, no training, $3,000 flat fee

Setup + Support (Light) of up to (4) workspaces and (5) boards, training, support for 3mths, $5,000 flat fee

Setup + Support (Custom) of up to (5) workspaces and (10) boards, training, support for 5mths, $7,000 flat fee

Payroll Setup
One-time flat fee

• <2 Employees and <4 Contractors, $500

• <10 Employees + Contractors, $1,000

• <20 Employees + Contractors, $2,000

• Timeline: 1mth-6wks setup + 1st payroll run

Running Payroll Bi-Weekly
Starts at $200/mth

• Communications and ongoing Compliance

Employee Benefits and Insurances Compliance
Starts at $500/mth

• Setup $2,500 flat fee

• Benefits setup – Insurances – Health, Workers Comp, 401k or Roth*

• Sick leave tracking

• Workers Comp Audit support and reporting compliance

Tax Preparation and Filing

• Fed and State, starts at $750-$1,500+ per entity

• Sales Tax, $300 + $100 each additional state

Corporate Entity Formations and Due Diligence
Starts at $999, ask for detailed list

BPR Recommended Service Package by Business Stage